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Morningstar (MORN) Institutional Ownership

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$166.56 -1.11 (-0.66%)
Closing price 04:00 PM Eastern
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$166.37 -0.19 (-0.11%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$1.39B
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp175,006$29.59M0.0%+3.0%0.460%
5/5/2026Sanctuary Advisors LLC3,074$520K0.0%+29.3%0.008%
5/5/2026 Hillsdale Investment Management Inc.6,810$1.15M0.0%N/A0.018%
5/4/2026 Calamos Wealth Management LLC1,881$318K0.0%N/A0.005%
5/4/2026 Calamos Advisors LLC1,881$318K0.0%N/A0.005%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,257$212K0.0%+32.6%0.003%
5/4/2026 State of Michigan Retirement System5,500$930K0.0%-1.8%0.014%
5/4/2026 Principal Financial Group Inc.77,073$13.03M0.0%-12.5%0.203%
5/4/2026 Chicago Partners Investment Group LLC2,449$456K0.0%+7.3%0.006%
5/4/2026 Procyon Advisors LLC1,680$284K0.0%-6.3%0.004%
5/2/2026 Diversify Wealth Management LLC5,951$1.12M0.0%+42.8%0.016%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,752$972K0.0%-3.6%0.015%
5/1/2026 Fifth Third Bancorp6,933$1.17M0.0%+2,122.1%0.018%
5/1/2026 Sequoia Financial Advisors LLC1,872$316K0.0%-36.8%0.005%
5/1/2026 Kornitzer Capital Management Inc. KS2,064$349K0.0%-85.1%0.005%
4/30/2026 Hsbc Holdings PLC10,149$1.71M0.0%+2.3%0.026%
4/30/2026 Personal CFO Solutions LLC1,840$311K0.0%+8.0%0.005%
4/29/2026 R Squared Ltd2,551$431K0.2%-21.3%0.007%
4/28/2026 Abel Hall LLC1,233$208K0.0%N/A0.003%
4/28/2026 AdvisorShares Investments LLC2,720$460K0.1%+22.5%0.007%
4/28/2026 Praxis Investment Management Inc.1,903$322K0.0%N/A0.005%
4/27/2026 HB Wealth Management LLC1,766$299K0.0%-46.8%0.005%
4/27/2026 New York State Teachers Retirement System4,738$801K0.0%-15.4%0.012%
4/27/2026 Y Intercept Hong Kong Ltd9,583$1.62M0.0%+105.8%0.025%
4/22/2026 Janney Montgomery Scott LLC2,236$378K0.0%N/A0.006%
4/22/2026 Pictet Asset Management Holding SA4,119$696K0.0%+6.1%0.011%
4/22/2026 Sterling Capital Management LLC334$56K0.0%-38.0%0.001%
4/21/2026 GHP Investment Advisors Inc.2,486$420K0.0%N/A0.006%
4/21/2026 Aaron Wealth Advisors LLC3,323$562K0.0%+50.9%0.009%
4/21/2026 Louisiana State Employees Retirement System6,700$1.13M0.0%N/A0.017%
4/20/2026 OP Asset Management Ltd12,147$2.05M0.0%N/A0.032%
4/16/2026 SG Americas Securities LLC46,937$7.94M0.0%+211.0%0.122%
3/20/2026 Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
3/9/2026Corient Private Wealth LLC21,531$4.68M0.0%+7.0%0.054%
3/6/2026 Hsbc Holdings PLC9,920$2.16M0.0%-64.2%0.025%
2/25/2026MidFirst Bank15,647$3.40M0.3%N/A0.040%
2/24/2026Pacer Advisors Inc.2,884$627K0.0%-37.7%0.007%
2/23/2026Kera Capital Partners Inc.3,396$686K0.1%N/A0.009%
2/19/2026Invesco Ltd.271,999$59.11M0.0%-8.2%0.687%
2/19/2026Corient Private Wealth LLC260,978$56.71M0.0%+1,196.5%0.659%
2/19/2026 Alberta Investment Management Corp6,300$1.37M0.0%N/A0.016%
2/18/2026Mercer Global Advisors Inc. ADV10,061$2.19M0.0%+153.0%0.024%
2/18/2026Vident Advisory LLC14,429$3.14M0.0%+4.5%0.035%
2/18/2026State of Tennessee Department of Treasury10,031$2.03M0.0%-4.1%0.024%
2/18/2026Mackenzie Financial Corp2,860$622K0.0%-18.3%0.007%
2/18/2026NewEdge Advisors LLC1,133$246K0.0%+1,352.6%0.003%
2/18/2026XTX Topco Ltd30,112$6.54M0.2%+1,007.1%0.073%
2/18/2026Kensington Investment Counsel LLC7,100$1.54M0.6%-25.8%0.017%
2/18/2026Voloridge Investment Management LLC226,605$49.24M0.2%+21.1%0.551%
2/18/2026Wellington Management Group LLP1,136,213$246.91M0.1%+85.4%2.762%
2/18/2026SummitTX Capital L.P.1,393$303K0.0%N/A0.003%
2/18/2026Tudor Investment Corp ET AL4,710$1.02M0.0%-47.8%0.011%
2/18/2026Numerai GP LLC11,688$2.54M0.3%+239.1%0.028%
2/18/2026Occudo Quantitative Strategies LP8,227$1.79M0.1%+433.2%0.020%
2/18/2026Millennium Management LLC343,833$74.72M0.0%+15.1%0.836%
2/18/2026Man Group plc9,536$2.07M0.0%-11.9%0.023%
2/18/2026Incline Global Management LLC6,278$1.36M0.5%-90.6%0.015%
2/18/2026Janus Henderson Group PLC57,589$12.51M0.0%+29.3%0.140%
2/18/2026Gotham Asset Management LLC100,283$21.79M0.1%+314.6%0.244%
2/18/2026Engineers Gate Manager LP78,179$16.99M0.2%+35.9%0.190%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.3,661$795K0.0%-17.3%0.009%
2/18/2026Bamco Inc. NY1,241,794$269.85M0.7%-12.2%3.019%
2/17/2026American Capital Management Inc.113,064$24.57M1.1%+14.0%0.275%
2/17/2026Schonfeld Strategic Advisors LLC10,712$2.33M0.0%-55.8%0.026%
2/17/2026AQR Capital Management LLC900,297$195.64M0.1%+48.0%2.189%
2/17/2026Cetera Investment Advisers5,864$1.27M0.0%-3.5%0.014%
2/17/2026Lazard Asset Management LLC11,917$2.59M0.0%-81.9%0.029%
2/17/2026DF Dent & Co. Inc.145,591$31.64M0.5%-27.1%0.354%
2/17/2026Jain Global LLC15,612$3.39M0.0%-9.4%0.038%
2/17/2026Trexquant Investment LP20,323$4.42M0.0%+403.2%0.049%
2/17/2026Amundi1,398$304K0.0%N/A0.003%
2/17/2026iSAM Funds UK Ltd1,000$217K0.1%-57.6%0.002%
2/17/2026Jump Financial LLC50,467$10.97M0.1%+51.7%0.123%
2/17/2026Price T Rowe Associates Inc. MD21,777$4.73M0.0%-67.7%0.053%
2/17/2026Osaic Holdings Inc.17,813$3.87M0.0%-5.8%0.043%
2/17/2026Advisory Services Network LLC3,173$690K0.0%+19.9%0.008%
2/17/2026Public Employees Retirement System of Ohio6,957$1.51M0.0%-5.7%0.017%
2/17/2026California State Teachers Retirement System25,407$5.52M0.0%-0.3%0.062%
2/17/2026Russell Investments Group Ltd.8,453$1.84M0.0%-29.9%0.021%
2/17/2026State of Wisconsin Investment Board8,907$1.94M0.0%+17.6%0.022%
2/17/2026Captrust Financial Advisors11,545$2.51M0.0%-82.7%0.028%
2/17/2026&PARTNERS1,401$307K0.0%-55.8%0.003%
2/17/2026Royal Bank of Canada8,747$1.90M0.0%-74.6%0.021%
2/17/2026Blair William & Co. IL2,384$518K0.0%-11.2%0.006%
2/17/2026Rothschild Wealth LLC945$205K0.0%N/A0.002%
2/17/2026Aster Capital Management DIFC Ltd727$158K0.1%-49.5%0.002%
2/17/2026 Alberta Investment Management Corp6,300$1.37M0.0%N/A0.015%
2/16/2026Squarepoint Ops LLC34,267$7.45M0.0%-27.5%0.083%
2/16/2026Vanguard Personalized Indexing Management LLC5,219$1.13M0.0%+38.1%0.013%
2/16/2026Verition Fund Management LLC37,343$8.12M0.0%+87.8%0.091%
2/16/2026Panagora Asset Management Inc.38,809$8.43M0.0%-33.2%0.094%
2/16/2026 MML Investors Services LLC13,251$2.88M0.0%+61.5%0.032%
2/16/2026Mariner LLC16,979$3.69M0.0%+151.3%0.041%
2/16/2026Fieldview Capital Management LLC1,784$388K0.1%N/A0.004%
2/16/2026Focus Partners Wealth136,904$29.75M0.0%+6.2%0.333%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund23,600$5.13M0.0%-34.8%0.057%
2/16/2026Entropy Technologies LP4,435$964K0.1%+209.1%0.011%
2/16/2026Epoch Investment Partners Inc.7,631$1.66M0.0%N/A0.019%
2/16/2026Arax Advisory Partners152$33K0.0%-97.6%0.000%
2/16/2026Aurora Investment Counsel9,596$2.09M1.1%+151.9%0.023%


MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 527 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($515.97M), Morgan Stanley ($436.00M), Select Equity Group L.P. ($349.50M), Kayne Anderson Rudnick Investment Management LLC ($272.93M), Bamco Inc. NY ($269.85M), Wellington Management Group LLP ($246.91M), and AQR Capital Management LLC ($195.64M).Learn more on Morningstar's institutional investors.

What percentage of Morningstar's stock is owned by institutional investors?

57.02% of Morningstar's stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Which institutional investors have been buying Morningstar's stock?

Of the 446 institutional investors that purchased Morningstar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($915.63K), AQR Capital Management LLC ($892.60K), Wellington Management Group LLP ($658.63K), Millennium Management LLC ($492.35K), Invesco Ltd. ($296.70K), JPMorgan Chase & Co. ($246.95K), and Corient Private Wealth LLC ($242.25K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 7,026,748 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Which of Morningstar's major shareholders have been selling company stock?

Of the 229 institutional investors that sold Morningstar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($756.85K), Millennium Management LLC ($512.42K), Massachusetts Financial Services Co. MA ($500.57K), Vanguard Group Inc. ($402.59K), Wasatch Advisors LP ($328.18K), Select Equity Group L.P. ($261.13K), and Bamco Inc. NY ($176.69K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 5,599,300 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


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This page (NASDAQ:MORN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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